Filed November 19, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $138,275 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $42,261 |
Service code 27 · EIN 26-1420600 | Advisory (Plan) | $36,726 |
Service code 27 · EIN 46-2818378 | Advisory (Plan) | $5,536 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,293 | $82,917+36.6% | $103,333+9.6% | $77,643+45.9% |
| Participation rate | 87.2% | 71.6%+15.6pp | 74.5%+12.7pp | 70.6%+16.6pp |
| Annual return | 17.47% | 19.13%-1.7pp | 24.88%-7.4pp | 31.24%-13.8pp |
| Employer contribution / active EE | $4,054 | $3,552+14.2% | $3,868+4.8% | $2,726+48.7% |
| Participant deferral / active EE | $8,825 | $4,108+114.8% | $5,057+74.5% | $4,647+89.9% |
| Admin fee / account holder | $277 | $638-56.6% | $8,355-96.7% | $430-35.6% |